| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Canopy Partners, LLC | 9,930 | 10,084 | +154 | 0.11 | 0.09 | -0.02 | buy |
| Front Row Advisors LLC | 268 | 270 | +2 | 0.00 | 0.00 | -0.00 | buy |
| SVB WEALTH LLC | 19,429 | 15,808 | -3,621 | 0.01 | 0.01 | -0.00 | sell |
| RENAISSANCE GROUP LLC | 417,343 | 402,966 | -14,377 | 0.34 | 0.30 | -0.04 | sell |
| Madison Asset Management, LLC | 144,153 | 119,953 | -24,200 | 0.04 | 0.03 | -0.01 | sell |